Our Team


Chris Moran

Director of Client Services

Chris oversees all new and existing client relationships at Analytic Wealth Advisors, serving as their primary point of contact, connecting clients with the right expertise at the right time, while coordinating their services.

More About Chris

Prior to co-founding Analytic Wealth Advisors, he was an Associate Portfolio Manager at RiverSource Investments where he led quantitative equity research for developed international and emerging markets, collaborated on domestic equity and asset allocation research, led quantitative trading research, and co-directed quantitative systems and database development. He graduated with highest honors from the University of California, Davis, with a B.S. in Aeronautical and Mechanical Engineering. He earned his S.M. in Aeronautics and Astronautics at MIT as a student in the Information and Control Engineering Laboratory. He received his Ph.D. in Computational Fluid Dynamics with a minor in optimization methods from MIT in 2003. Much of his academic work focused on the reliability and trustworthiness of computational methods. He has published articles in the leading technical journals in the field of computational methods. He is a registered investment adviser representative.



Alexander Sauer-Budge, Ph.D.

Director of Technology

Alex is the Director of Technology at Analytic Wealth Advisors. He's passionate about developing analytics-powered technological solutions to real-world problems that can substantially improve people's lives.

More About Alex

Prior to co-founding Analytic Wealth Advisors, he was an Associate Portfolio Manager at RiverSource Investments where he led quantitative equity research for developed international and emerging markets, collaborated on domestic equity and asset allocation research, led quantitative trading research, and co-directed quantitative systems and database development. He graduated with highest honors from the University of California, Davis, with a B.S. in Aeronautical and Mechanical Engineering. He earned his S.M. in Aeronautics and Astronautics at MIT as a student in the Information and Control Engineering Laboratory. He received his Ph.D. in Computational Fluid Dynamics with a minor in optimization methods from MIT in 2003. Much of his academic work focused on the reliability and trustworthiness of computational methods. He has published articles in the leading technical journals in the field of computational methods. He is a registered investment adviser representative.



Adrian Becker, Ph.D.

Director of Advice Analytics

Adrian lives for the thrill of using anlaytics to unlock the mathematical secrets at the heart of many financial decisions however ordinary they may seem on the surface.

More About Adrian

Dr. Becker has considerable experience in Optimization and Stochastic Systems, holds a B.S. in Operations Management from the Wharton School and a Masters Degree in Systems Engineering from the University of Pennsylvania. In 2011, he received his Ph.D. in Operations Research from MIT. He has worked previously on the development of optimization models and algorithms for GE, Lincoln Labs, the Missile Defense Agency, OCP, and Ameriprise Financial. He has published articles in the premier academic journals for data mining and optimization. He is a registered investment adviser representative.



Gina Mourtzinou, Ph.D.

Chief Investment Officer

Dr. Mourtzinou leads our investment research and manages our strategic and tactical portfolio strategies. Previously she was a Senior Portfolio Manager at Columbia Management and its predecessor RiverSource Investments where she was responsible for managing large-cap and small/mid cap equity and asset allocation portfolios. Prior to RiverSource, she co-founded with Dr. Bertsimas a consulting firm that specialized in the development of quantitative tools for the asset management industry. She began her investment career as a consultant to asset managers in 1996. She received her Ph.D. in Operations Research from the Massachusetts Institute of Technology and her B.S. in Communications Systems at the National Technical University of Athens. She has spoken at numerous industry events on the use of robust optimization and applications in financial planning and investments. She has published articles in the premier academic journals for stochastic systems and optimization.



Dimitris Bertsimas, Ph.D.

Founder & Managing Partner

Dr. Bertsimas founded Analytic Wealth Advisors out of passion to make a positive impact on people's lives. In addition to managing partner of Analytic Wealth Advisors, he is the Boeing Professor and co-director of the Operations Research Center at the Massachusetts Institute of Technology (MIT), where he has been a member of the faculty since 1988. Previously, he was a Senior Portfolio Manager and the head of quantitative investments at RiverSource Investments where he was responsible for managing $12 billion in mutual funds, separate accounts, and hedge funds. He has written over 130 papers in optimization, data mining, applied probability and quantitative finance and he has written 3 textbooks that are used in over 40 universities around the world. He was elected to the National Academy of Engineering in 2005 for his contributions to financial engineering.


We're Experienced

Over the past decade of working together in financial services, we've developed a deep appreciation of the accute need for high-quality objective financial advice and a deep undestanding of the domain. As a group of MIT Ph.D.'s, we approach the challenges of financial life management with the tools of science, mathematics, technology, and engineering. We formulate mathematical models, test hypothesis, solve optimization problems, and build well-engineeered processes for consistent and reliable delivery. It's no surprise that many of our clients are professionals from these fields. We approach wealth management the same way they would if they had the time to do it. Instead, they partner with us so that they can focus on their life passions.